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Illumina

854 hedge funds and large institutions have $20.6B invested in Illumina in 2024 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 260 increasing their positions, 306 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 85

73% more call options, than puts

Call options by funds: $344M | Put options by funds: $199M

11% more capital invested

Capital invested by funds: $18.6B → $20.6B (+$2.02B)

7.91% more ownership

Funds ownership: 89.54%97.45% (+7.9%)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

6% more funds holding

Funds holding: 805854 (+49)

15% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 306

Holders
854
Holders Change
+49
Holders Change %
+6.09%
% of All Funds
11.25%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
149
Increased
260
Reduced
306
Closed
85
Calls
$344M
Puts
$199M
Net Calls
+$146M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
526
Maverick Capital
Texas
$400K -$1.87M -13,115 -81%
CG
527
Caprock Group
Idaho
$400K +$15.4K +108 +4%
IIM
528
INTECH Investment Management
Florida
$393K -$699K -4,906 -63%
MFG
529
Merit Financial Group
Georgia
$392K +$417K +2,931 New
ATS
530
Ashton Thomas Securities
New York
$386K +$13.2K +93 +3%
BBL
531
Beck Bode LLC
Massachusetts
$382K -$2.56K -18 -0.6%
FIM
532
Freedom Investment Management
Connecticut
$382K +$14.4K +101 +4%
Westfield Capital Management
533
Westfield Capital Management
Massachusetts
$380K +$997 +7 +0.2%
LIP
534
Liontrust Investment Partners
United Kingdom
$378K -$23.8K -167 -6%
EPIM
535
Evelyn Partners Investment Management
$375K +$400K +2,808 New
HKIMG
536
Hutchens & Kramer Investment Management Group
Indiana
$375K -$47.1K -331 -11%
NP
537
NorthRock Partners
Minnesota
$374K +$3.27K +23 +0.8%
Fifth Third Bancorp
538
Fifth Third Bancorp
Ohio
$374K -$57.5K -404 -13%
SI
539
Seeds Investor
New York
$374K +$63.7K +447 +19%
RSWM
540
Robertson Stephens Wealth Management
California
$372K -$4.42K -31 -1%
BFO
541
Boston Family Office
Massachusetts
$371K -$578K -4,060 -59%
CA
542
Carson Advisory
Georgia
$368K
VWM
543
Venturi Wealth Management
Texas
$363K +$8.97K +63 +2%
GM
544
GeoWealth Management
Illinois
$362K +$57.8K +406 +18%
RGC
545
Roberts, Glore & Co
Illinois
$357K
TFS
546
Thoroughbred Financial Services
Tennessee
$355K +$150K +1,052 +65%
FIM
547
Fernwood Investment Management
Massachusetts
$354K -$85.4K -600 -18%
BTWM
548
Baker Tilly Wealth Management
Wisconsin
$352K -$10.4K -73 -3%
SC
549
Syon Capital
California
$349K -$114K -803 -23%
PWG
550
Portside Wealth Group
Utah
$348K +$46.7K +328 +14%

ILMN Hedge Fund Activity: Q4 2024 in Review

854 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q4 2024, worth a combined $20.6B — up 11% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new ILMN positions and 85 closed out — a net gain of 64 holders — while 260 added to existing stakes and 306 trimmed.

The largest buyer was Capital World Investors, adding an estimated $2.06B. The largest seller was Marshall Wace, exiting entirely with an estimated $162M sold.

  • 854 institutional investors held Illumina (ILMN) as of Q4 2024, up from 805 in Q3 2024.
  • Funds reported $20.6B of Illumina stock for Q4 2024, up 11% quarter-over-quarter.
  • 149 funds opened new Illumina positions in Q4 2024 and 85 closed out, a net change of +64 holders.
  • The largest Illumina buyer in Q4 2024 was Capital World Investors, an estimated $2.06B added.
  • The largest Illumina seller in Q4 2024 was Marshall Wace, an estimated $162M sold.

Based on aggregated 13F filings for Q4 2024.